Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

Barclays PLC, founded in 1690 by goldsmith bankers in London, is a British multinational financial institution headquartered in London, operating as one of the world’s oldest banks with a significant presence in investment banking, retail banking, and wealth management. Managing billions in assets, Barclays serves millions of customers globally through its retail arm (notably in the UK) and its investment banking division, which excels in trading, mergers and acquisitions, and capital markets, competing with Wall Street giants. The bank has navigated challenges like the 2008 financial crisis—opting for private funding over a government bailout—and has since focused on restructuring, digital innovation, and sustainable finance initiatives. With a rich history and a modern global footprint, Barclays remains a key player in both UK and international financial markets.

This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104B
AUM Growth
+$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,080
New
Increased
Reduced
Closed

Sector Composition

1 Technology 22.43%
2 Financials 13.7%
3 Consumer Discretionary 10.25%
4 Communication Services 9.85%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2726
$408K ﹤0.01%
6,414
-2,836
2727
$408K ﹤0.01%
+59,360
2728
$408K ﹤0.01%
9,048
+3,006
2729
$408K ﹤0.01%
15,808
+5,594
2730
$406K ﹤0.01%
19,096
+11,743
2731
$405K ﹤0.01%
17,620
+1,516
2732
$404K ﹤0.01%
20,511
+12,616
2733
$404K ﹤0.01%
32,751
+15,759
2734
$403K ﹤0.01%
1,198
+938
2735
$402K ﹤0.01%
13,242
+8,130
2736
$402K ﹤0.01%
27,100
-10,300
2737
$401K ﹤0.01%
79,331
+44,469
2738
$401K ﹤0.01%
+40,560
2739
$399K ﹤0.01%
20,588
+12,836
2740
$399K ﹤0.01%
1,585
+252
2741
$398K ﹤0.01%
23,373
+4,092
2742
$397K ﹤0.01%
23,611
+10,202
2743
$396K ﹤0.01%
+31,365
2744
$396K ﹤0.01%
2,014
-1,735
2745
$395K ﹤0.01%
17,292
+3,550
2746
$395K ﹤0.01%
19,478
+7,713
2747
$394K ﹤0.01%
13,293
+9,434
2748
$393K ﹤0.01%
5,246
+3,221
2749
$392K ﹤0.01%
+7,532
2750
$392K ﹤0.01%
20,068
+9,490